Mackay Financial Planning, LLC

Mackay Financial Planning, LLC (CRD# 169583) is a financial advisory firm headquartered in Springfield, MO. They manage $25,500,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $850,000
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, MO

Financial Advisors at Mackay Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James L. Mackay
CRD#: 4425867
Springfield, MO
96
Wealthminder
score

James Mackay (CRD# 4425867) is an Investment Advisor Representative working at Mackay Financial Planning, LLC in Springfield, MO and has over 16 years of experience in the finance industry. James Mackay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.